Copeland Capital Management LLC
advisor3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7Rank #2062 of mapped providers
Assets under administration$7.1B0.0%Market share · rank #1531
Fees received$899,132Median $41,850/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Copeland Capital Management LLC plan look like?
Service mix · median fees per plan
Count of plans where Copeland Capital Management LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 6 | $50,042 | |
Consulting (general); Direct payment from the planCode 16 | 1 | $11,645 |
Competitor overlap
Percent of Copeland Capital Management LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Copeland Capital Management LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Copeland Capital Management LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLANNY · 136604799-001 | $5.9B | 46,491 | $667,606 | 6y | - |
BLANK ROME LLPPA · 231311874-001 | $541M | 1,141 | $11,645 | 3y | - |
TRUSTEES OF NATIONAL ROOFING INDUSTRY SUPPLEMENTAL PENSION PLANMN · 366157071-002 | $236M | 9,509 | $58,233 | 4y | - |
IBEW LOCAL 269 PENSION FUNDNJ · 237301491-001 | $220M | 1,589 | $87,804 | 4y | - |
COOPERATIVE BANKS EMPLOYEES RETIREMENT ASSOCIATIONMA · 046035593-334 | $130M | 975 | $41,850 | 6y | - |
INSTITUTION FOR SAVINGS IN NEWBURYPORTMA · 921546128-001 | $65M | 257 | $26,238 | 3y | - |
ADAMS COMMUNITY BANKMA · 874185943-001 | $24M | 152 | $5,756 | 1y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (3)
Raw Schedule C names collapsed into Copeland Capital Management LLC.
- BLOOMBERG INDEX SERVICES LIMITED
- COPELAND CAPITAL MANAGEMENT
- COPELAND CAPITAL MANAGEMENT, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Copeland Capital Management LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Copeland Capital Management LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Copeland Capital Management LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Cohen Weiss & Simon LLP | 1 | 14.3% |
| Covington & Burling LLP | 1 | 14.3% |
| Marco, McGuire & Arreola | 1 | 14.3% |
| Pellettieri, Rabstein & Altman | 1 | 14.3% |
| Proskauer Rose LLP | 1 | 14.3% |